Pension Consultants, Inc. Tops $4 Billion Assets In Our Care

Posted on February 8, 2021

We started 2021 with great news! PCI now has more than $4 billion in assets in our care! We’re thrilled to be one of the relatively small group of advisers to hit this mark. It is a major accomplishment and propels us forward in our mission to improve the financial security of American workers.

 

PCI Founder and Chairman, Brian Allen, CFP® offers his celebratory remarks, “This is a significant milestone in our history. There are few investment advisers in the country that oversee $4 billion. I feel blessed to see what has come of such a modest start over 26 years ago.” He goes on to express a sentiment felt by the entire PCI team, “And yet, I am full of excitement and anticipation, believing we are just getting started!”

 

At PCI, we never forget that every dollar we manage represents real money for real people. We relish the opportunity to make an impact on their lives. PCI delivers a comprehensive solution focused on providing a plan that successfully prepares them to retire on time with dignity. To help fiduciaries deliver results for their people, we focus on 3 key drivers that impact participants’ retirement readiness the most – total contributions, investment lineup, and plan fees.

 

We are especially thankful to our team, who continues to drive PCI towards success! We are grateful for those fiduciary clients who choose to join us on our journey towards a rewarding retirement experience that elevates workers, companies, and communities.

 


 

About PCI

Pension Consultants, Inc. (PCI) is an independent, fee-only retirement plan adviser. Our focus is defined contribution plans. Our purpose is to improve the financial security of American workers. Since we opened our doors in 1994, we have been one unified business focused on retirement plans.

Share this Post:
Share on facebook
Share on twitter
Share on linkedin

Keep Reading

More Insights

STEP-BY-STEP GUIDE

Let’s Get Started

Are you ready to see if you have a good plan? We’re ready to show you! Click the button below to discover your plan’s true performance.

With just some simple information about your plan, our team can see how your plan is performing in the three key areas. Then, we’ll set up a meeting with you and your team to review the results and talk about how we can help.